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Once your trades are imported and your portfolio matches your broker, the next step is to clean everything up so your performance and tax figures are accurate. This means reviewing the dividends and corporate actions Sharesight has generated for you, confirming them, and fixing any gaps.

In this section:

• Automatically generated dividends and adjustments
• Tasks tab — managing corporate actions and income
• Dividend reinvestments (DRP)
• How to add a dividend manually
• Adjust a dividend
• Reject or delete a dividend
• Manually set up a dividend to be reinvested
• PIE distributions
• Editing or deleting trades and adjustments
• Move a custom investment to a listed or supported investment
• Delete a holding